WallStSmart

Honeywell International Inc (HON)vsValmont Industries Inc (VMI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Honeywell International Inc generates 799% more annual revenue ($38.06B vs $4.23B). HON leads profitability with a 21.6% profit margin vs 11.7%. VMI appears more attractively valued with a PEG of 1.10. HON earns a higher WallStSmart Score of 69/100 (B-).

HON

Strong Buy

69

out of 100

Grade: B-

Growth: 6.0Profit: 8.0Value: 4.7Quality: 5.5
Piotroski: 4/9Altman Z: 2.05

VMI

Buy

63

out of 100

Grade: C+

Growth: 5.3Profit: 7.0Value: 5.7Quality: 7.0
Piotroski: 3/9Altman Z: 3.86
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HONSignificantly Overvalued (-28.6%)

Margin of Safety

-28.6%

Fair Value

$189.50

Current Price

$248.12

$58.62 premium

UndervaluedFair: $189.50Overvalued

Intrinsic value data unavailable for VMI.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HON6 strengths · Avg: 9.3/10
P/E RatioValuation
9.6x10/10

Attractively priced relative to earnings

Return on EquityProfitability
32.6%10/10

Every $100 of equity generates 33 in profit

EPS GrowthGrowth
263.9%10/10

Earnings expanding 263.9% YoY

Market CapQuality
$78.64B9/10

Large-cap with strong market position

Profit MarginProfitability
21.6%9/10

Keeps 22 of every $100 in revenue as profit

Operating MarginProfitability
20.3%8/10

Strong operational efficiency at 20.3%

VMI3 strengths · Avg: 9.0/10
Altman Z-ScoreHealth
3.8610/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
20.5%9/10

Every $100 of equity generates 21 in profit

EPS GrowthGrowth
27.5%8/10

Earnings expanding 27.5% YoY

Areas to Watch

HON3 concerns · Avg: 3.0/10
Revenue GrowthGrowth
4.3%4/10

4.3% revenue growth

Debt/EquityHealth
1.143/10

Elevated debt levels

PEG RatioValuation
3.932/10

Expensive relative to growth rate

VMI1 concerns · Avg: 3.0/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : HON

The strongest argument for HON centers on P/E Ratio, Return on Equity, EPS Growth. Profitability is solid with margins at 21.6% and operating margin at 20.3%.

Bull Case : VMI

The strongest argument for VMI centers on Altman Z-Score, Return on Equity, EPS Growth. PEG of 1.10 suggests the stock is reasonably priced for its growth.

Bear Case : HON

The primary concerns for HON are Revenue Growth, Debt/Equity, PEG Ratio.

Bear Case : VMI

The primary concerns for VMI are Piotroski F-Score.

Key Dynamics to Monitor

VMI carries more volatility with a beta of 1.33 — expect wider price swings.

VMI is growing revenue faster at 6.5% — sustainability is the question.

VMI generates stronger free cash flow (112M), providing more financial flexibility.

Monitor CONGLOMERATES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

HON scores higher overall (69/100 vs 63/100), backed by strong 21.6% margins. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Honeywell International Inc

INDUSTRIALS · CONGLOMERATES · USA

Honeywell International Inc. is an American publicly traded, multinational conglomerate headquartered in Charlotte, North Carolina. It primarily operates in four areas of business: aerospace, building technologies, performance materials and technologies (PMT), and safety and productivity solutions (SPS).

Valmont Industries Inc

INDUSTRIALS · CONGLOMERATES · USA

Valmont Industries, Inc. produces and sells metal products manufactured in the United States, Australia, Denmark, and internationally. The company is headquartered in Omaha, Nebraska.

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